Kestra Investment Management, LLC Schwab Charles Corp Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$71.24 - $83.64 $35,477 - $41,652
498 New
498 $39 Million
Q4 2024

Jan 31, 2025
SELL
$63.31 - $82.85 $175,368 - $229,494
-2,770 Reduced 88.9%
346 $25.6 Million
Q3 2024

Nov 14, 2024
BUY
$61.74 - $76.08 $192,381 - $237,065
3,116 New
3,116 $202 Million

Others Institutions Holding SCHW

# of Institutions
2,310
Shares Held
1.47B
Call Options Held
17.9M
Put Options Held
19.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $161B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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